Financial Collaboration

Better attract, service and engage with clients.


For CPAs, Financial Advisors & Professional Bookkeepers

Balance helps you better attract, retain, service and engage with clients.  We help you manage more clients, stay in touch easier, increase efficiency, cut costs & increase client loyalty. 



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Full Featured Financial Tools

Balance includes a powerful suite of tools for you and your client including full account aggregation, expense tracking, budgeting, filing, document storage, bill payment as well as messaging and task management tools.




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Custom Client Portal

Customized client portal to engage with clients, share files, send messages, manage tasks, track spending, understand cash flow and budget details and even pay bills. 















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Free Account Aggregation

With our Free account, you can get basic account aggregation for free for up to 5 clients.  Track spending, account balances and other details all from one place with Balance.

 

 

 






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Be Recognized As A Specialist

With Balance Certified Pro you get detailed training on our proprietary personal bookkeeping platform as well as nationwide marketing support to attract new clients and improve existing relationships.  Specially designed for Daily Money Management professionals and professional bookkeepers.